JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #323 out of 828,551 TipRanks' Investors
Success Rate
78%
112 out of 143
profitable transactions
Average Return
294.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.70%
6-Month Return▲ 27.46%
12-Month Return▲ 75.01%
YTD Return▲ 61.15%
Total Return▲ 212.69%

Best Trade

Opened at
Closed at-
Gain▲ 2622.58%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 12.16%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 8.78%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.65%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.55%
Oct 2025
▼ 5.16%
▼ 2.40%
▼ 8.22%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 12.16%
▲ 11.64%▲ 6.28%▲ 8.78%
▲ 9.25%▲ 5.14%▲ 4.90%
▲ 7.60%▲ 2.30%▲ 7.65%
▲ 2.76%▲ 2.05%▲ 4.52%
▲ 12.88%▲ 3.56%▲ 11.12%
▲ 10.96%▲ 2.38%▲ 7.55%
▼ 5.16%▼ 2.40%▼ 8.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vale SA
0.5%
▲ 5.87%
7
Buy
Nov 11, 2025
VF
0.31%
▼ 12.94%
6
Buy
Nov 11, 2025
Target
0.24%
▼ 27.07%
6
Buy
Nov 11, 2025
Pfizer
0.48%
▲ 1.03%
3
Buy
Nov 11, 2025
Vanguard Large Cap Index Fund Institutional Shs
0.38%
▼ 2.56%
1
Open
Nov 11, 2025
Opendoor Technologies
0.39%
▼ 25.48%
1
Open
Sep 11, 2025
Vanguard Index Trust Small-Cap Index Fund Instl Shares
12.72%
▲ 27.47%
35
Buy
Jun 09, 2025
Palantir Technologies
65.54%
▲ 1,194.93%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.05%
▲ 26.83%
3
Buy
Mar 19, 2025
Intel
0.48%
▲ 23.62%
4
Buy
Mar 19, 2025
New Perspective Fund, Class A Shares
1.95%
▲ 31.50%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.15%
▲ 45.57%
8
Buy
Mar 12, 2025
Marvell
0.49%
▲ 19.78%
1
Open
Mar 12, 2025
IonQ
5.36%
▲ 885.22%
2
Buy
Sep 06, 2024
Nvidia
0.79%
▲ 81.53%
1
Open
Sep 06, 2024
Nike
0.15%
▼ 20.26%
1
Open
Sep 06, 2024
Dollar Tree
0.3%
▲ 55.89%
1
Open
Sep 06, 2024
Flagstar Financial
0.05%
▼ 15.72%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
1.77%
▲ 156.47%
2
Buy
Dec 23, 2022